AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!
Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.
WEALTHTECH INSIDER: Investor Emotion – Don’t Beat It, Join It
Behavioral finance is sometimes mistakenly seen as a vehicle for ridding investors of their pesky emotions & irrational quirks, so they become something like the Homo Economicus economists imagined them to be.
MARTECH MINUTES: The Duty of Wealth Firms to Provide Financial Education
Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works.
INTELLIGENCE FOR GROWTH: How AI Can Help Advisors Find The Best Clients
Advisors today have plenty of options for generating leads—but how do they find the ones that will be the best prospects and, in turn, their best clients?
Fintech Corner: How Implementation and Onboarding Fit Into The Fintech Client Experience
Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?
WEALTHTECH INSIDER: These Personal Finance Myths Hold Investors Back
The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.
AI ILLUMINATIONS: How to Solve for Automation BEYOND Traditional RPA
The idea that ‘machines’ could mimic human actions in the back-office became a reality a few years back. That is when Robotic Process Automation (RPA) emerged in the Wealth industry.
MARTECH MINUTES: 7 Signs It’s Time to Replace Your Marketing Technology
Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.
WEALTHTECH INSIDER: How Technology Can Help Advisors Service HNW Clients
Technology can’t replace the expertise & personal nature of the client/advisor relationship, but it can add efficiencies that keep an advisor on-task & better able to focus their time on a client’s needs.
INTELLIGENCE FOR GROWTH: A Primer on Private Credit as an Opportunity for Fixed Income...
With the spiking of inflation and rising interest rates, many investors are drawn even more so to Private Credit investments featuring floating rates, which rise in line with interest rates.